GARY PETERS FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GARY PETERS FAMILY FOUNDATION INC (EIN 20-1067444)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-01
- IRS object ID
- 201613069349100206
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-01T10:16:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591949459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINKLE RICHTER & RHINE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E ATLANTIC AVE STE 226 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334835359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201067444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY PETERS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 5619947330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY PETERS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5619947330 | PhoneNum |
| Signature | 2016-03-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT T RHINE | PreparerPersonNm |
| PTIN | P00035886 | PTIN |
| Phone | 5613142201 | PhoneNum |
| Preparation | 2016-10-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,124,124 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $139,505 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139,505 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $217,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$191,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,706,470 | GrossSalesPriceAmt |
| Total Rev And Expnss | $415,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $356,931 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $72,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $13,611 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,611 | PensionEmplBnftNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,223 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,223 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $175 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,502 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $36,923 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $36,923 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $80,465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225,749 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $214,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $356,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $382,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $382,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $596,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $356,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$180,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $443,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $608,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $608,272 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $150,183 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $549,674 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $554,097 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $511,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,775,550 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,724,788 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,249,644 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,047,688 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,068,261 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,040,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $159,872 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $157,463 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,393 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,722 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,443 | LandBOYAmt |
| Land EOY | $7,671 | LandEOYAmt |
| Land EOYFMV | $7,671 | LandEOYFMVAmt |
| Other Assets BOY | $3,572 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,572 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,572 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,407,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,152,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,124,124 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,407,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,152,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,407,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,152,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,407,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,152,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,407,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$180,793 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,227,113 | SubtotalAmt |
| Other Decreases | $74,814 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,152,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL 491 ATTACHED S-T | P | $258,638 | $270,246 | -$11,608 | -$11,608 |
| OPPENHEIMER 7556 ATTACHED L-T | P | $105,445 | $106,949 | -$1,504 | -$1,504 |
| UBS FINANCIAL 490 ATTACHED S-T | P | $312,468 | $315,859 | -$3,391 | -$3,391 |
| OPPENHEIMER 7665 ATTACHED S-T | P | $32,513 | $31,556 | $957 | $957 |
| UBS FINANCIAL 490 ATTACHED L-T | P | $609,042 | $601,937 | $7,105 | $7,105 |
| OPPENHEIMER 7665 ATTACHED L-T | P | $181,241 | $172,313 | $8,928 | $8,928 |
| UBS FINANCIAL 488 ATTACHED S-T | P | $516,252 | $530,696 | -$14,444 | -$14,444 |
| UBS FINANCIAL 488 ATTACHED L-T | P | $689,594 | $565,932 | $123,662 | $123,662 |
| UBS FINANCIAL 487 ATTACHED S-T | P | $1,315,797 | $1,346,740 | -$30,943 | -$30,943 |
| UBS FINANCIAL 487 ATTACHED L-T | P | $833,257 | $933,458 | -$100,201 | -$100,201 |
| UBS FINANCIAL 485 ATTACHED S-T | P | $125,006 | $140,354 | -$15,348 | -$15,348 |
| UBS FINANCIAL 485 ATTACHED L-T | P | $587,690 | $768,379 | -$180,689 | -$180,689 |
| OPPENHEIMER 3281 ATTACHED S-T | P | $29,079 | $27,314 | $1,765 | $1,765 |
| OPPENHEIMER 3991 ATTACHED S-T | P | $45,726 | $45,483 | $243 | $243 |
| OPPENHEIMER 3991 ATTACHED L-T | P | $774,147 | $761,348 | $12,799 | $12,799 |
| OPPENHEIMER 7549 ATTACHED S-T | P | $34,439 | $33,740 | $699 | $699 |
| OPPENHEIMER 7549 ATTACHED L-T | P | $45,860 | $41,092 | $4,768 | $4,768 |
| OPPENHEIMER 7556 ATTACHED S-T | P | $198,481 | $204,383 | -$5,902 | -$5,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$191,309 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$77,972 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY PETERS | IndividualWithBooksNm |
| Phone | 5619947330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CECILIA PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM GREGORY PETERS | ||||||||
| 2061 NW 25TH STREET | BOCA RATON | FL | 33431 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER SIMONS | ||||||||
| 1859 WILDWOOD LANE | DEERFIELD BEACH | FL | 33442 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEVEN MARK PETERS | ||||||||
| 3801 NW 5TH TERRACE | BOCA RATON | FL | 33431 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,894,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $503,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,397,811 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,397,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,271,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,592 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $413,592 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $413,592 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $413,592 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,266 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $382,266 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $382,266 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $413,592 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $46,848 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $46,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,266 | QualifyingDistributionsAmt |
| Applied To Current Year | $382,266 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $31,326 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,326 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,522 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,522 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AF BEST SECURITIES FOUNDATION | ||||||||
| 101 N FEDERAL HIGHWAY | SUITE 501 | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $6,000 |
| BOCA HELPING HANDS | ||||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $14,400 | |
| BOCA WEST FOUNDATION | ||||||||
| PO BOX 3070 | BOCA RATON | FL | 33431 | NONE | PUBLIC | CHARITABLE/GENERAL USE | $2,000 | |
| FAMILY PROMISE | ||||||||
| 840 GEORGE BUSH BLVD | DELRAY BEACH | FL | 33483 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $10,000 | |
| FIREWALL MINISTRIES | ||||||||
| 13044 SPRING LAKE DRIVE | FORT LAUDERDALE | FL | 333302669 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $15,000 | |
| FLORENCE FULLER CHILD DEV | ||||||||
| 200 NE 14TH ST | BOCA RATON | FL | 33498 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $11,250 | |
| JUNIOR LEAGUE OF BOCA RATON | ||||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,640 | |
| PALM BEACH COUNTY YOUTH FOR CHRIST | ||||||||
| 800 NORTHPOINT PARKWAY | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $14,400 | |
| SAINT ANDREWS SCHOOL | ||||||||
| 3900 JOG ROAD | BOCA RATON | FL | 33434 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $22,976 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $15,000 | |
| THE CENTER OF YOUTH ACTIVITIES | ||||||||
| 9400 W PALMETTO PARK ROAD | BOCA RATON | FL | 33428 | NONE | PUBLIC | CHARITABLE/GENERAL USE | $10,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,000 | |
| WESTMINSTER ACADEMY | ||||||||
| 5601 N FEDERAL HWY | FORT LAUDERDALE | FL | 33308 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $18,750 | |
| 4KIDS OF SOUTH FLORIDA | ||||||||
| 2717 W CYPRESS CREEK ROAD | FORT LAUDERDALE | FL | 33309 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $150,000 | |
| BELMONT UNIVERSITY | ||||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PUBLIC | CHARITABLE/GENERAL PRUPOSE | $51,250 | |
| EAGLE RANCH CHILDREN'S HOME | ||||||||
| 5500 UNION CHURHC ROAD | FLOWERY BRANCH | GA | 30542 | NONE | PUBLIC | CHARIATABLE/GENERAL PURPOSE | $2,000 | |
| MACCABI USA | ||||||||
| 1500 WALNUT STREET | 401 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $600 |
| PLACE OF HOPE | ||||||||
| 9078 ISAIAH LANE | WEST PALM BEACH | FL | 33418 | NONE | PUBLIC | CHARITABLE/GENERAL PRUPOSE | $5,000 | |
| UNIVERSITY OF CHICAGO OREIENTAL INS | ||||||||
| 1155 E 58TH STREET | CHICAGO | IL | 60637 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,000 | |
| WAY FM | ||||||||
| 800 NORTHPOINT PARKWAY | STE 881 | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,000 |
| WHEATON COLLEGE | ||||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 60187 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,500 | |
| ALLIANZ CHAMPIONSHIP | ||||||||
| 6450 E ROGERS CIRCLE | BOCA RATON | FL | 33487 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $25,000 | |
| JANELLE'S MEDICAL | ||||||||
| INTERNET | INTERNET | BOCA RATON | FL | 33496 | NONE | PUBLIC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $382,266 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $139,505 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $217,426 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,795 | ExclusionAmt |
| Related Or Exempt Function Incm | -$203,104 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $153,827 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,622 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GARY PETERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| IMPROVEMENTS | 2009-06-30 | $10,708 | $3,923 | S/L | 15.0000 | $714 |
| FURNITURE | 2008-02-01 | $445 | $425 | 200DB | 7.0000 | $20 |
| PRINTER | 2008-02-14 | $400 | $382 | 200DB | 7.0000 | $18 |
| SHELVES | 2008-03-13 | $530 | $506 | 200DB | 7.0000 | $24 |
| SHELVES | 2008-04-16 | $530 | $506 | 200DB | 7.0000 | $24 |
| OFFICE FURNITURE | 2010-10-07 | $1,073 | $803 | 200DB | 7.0000 | $108 |
| TELEPHONE | 2008-02-14 | $2,017 | $1,927 | 200DB | 7.0000 | $90 |
| REFRIGERATOR | 2008-03-04 | $216 | $206 | 200DB | 7.0000 | $10 |
| COPIER/PRINTER/SCANNER | 2008-03-13 | $559 | $559 | 200DB | 5.0000 | |
| LASER PRINTER | 2008-04-04 | $219 | $219 | 200DB | 5.0000 | |
| DELL COMPUTER | 2008-05-14 | $1,462 | $1,462 | 200DB | 5.0000 | |
| DESKTOP AND LAPTOP | 2009-02-13 | $1,370 | $1,370 | 200DB | 5.0000 | |
| COMPUTER | 2009-05-17 | $915 | $915 | 200DB | 5.0000 | |
| EQUIPMENT | 2009-05-17 | $215 | $215 | 200DB | 5.0000 | |
| PRINTER | 2013-02-01 | $300 | $120 | 200DB | 5.0000 | $72 |
| APPLE COMPUTER | 2013-08-05 | $1,704 | $682 | 200DB | 5.0000 | $409 |
| ART PICTURES | 2015-03-01 | $865 | 200DB | 7.0000 | $494 | |
| OFFICE EQUIPMENT | 2015-07-01 | $865 | 200DB | 5.0000 | $519 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OPPENHEIMER TOTALS | ||
| UBS FINANCIAL 485 ATTACHED | $515,076 | $498,577 |
| UBS FINANCIAL 487 ATTACHED | $685,906 | $672,479 |
| UBS FINANCIAL 489 ATTACHED | $543,606 | $588,332 |
| UBS FINANCIAL 490 | $2,296,996 | $2,302,678 |
| UBS FINANCIAL 491 ATTACHED | $6,104 | $6,195 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OPPENHEIMER TOTALS | ||
| UBS FINANCIAL 487 ATTACHED | $480,686 | $474,349 |
| UBS FINANCIAL 488 ATTACHED | $1,715,520 | $1,676,868 |
| UBS FINANCIAL 491 ATTACHED | $579,344 | $573,571 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $549,674 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $554,097 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OPPENHEIMER TOTALS | |||
| UBS FINANCIAL 487 ATTACHED | AT COST | $159,872 | $157,463 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $24,393 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $16,722 | AccumulatedDepreciationAmt |
| Book Value | $7,671 | BookValueAmt |
| EOYFMV | $7,671 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $4,223 | LegalFeesAmt |
| Net Investment Income | $4,223 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $3,572 | BOYBookValueAmt |
| EOY Book Value | $3,572 | EOYBookValueAmt |
| EOYFMV | $3,572 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCES | Desc |
| Amt | $74,814 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CONSULTING FEES | $3,120 | $3,120 |
| INSURANCE | $2,742 | $2,742 |
| INVESTMENT MANAGEMENT FEES | $50,808 | $50,808 |
| LICENSE EXPENSE | $61 | $61 |
| OFFICE EXPENSE | $10,131 | $10,131 |
| PAYROLL SERVICE FEE | $2,020 | $2,020 |
| POSTAGE | $1,570 | $1,570 |
| UTILITIES | $8,042 | $8,042 |
| CHARITABLE DEVELOPMENT | $1,971 | $1,971 |
| EXEMPT UNDER SEC 41(E)(6) | $145,284 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $175 | Amt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
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